Eddy Woore

“My nickname is Steady Eddy, and after 30 years, I think I’ve earned it.”

I joined Mattioli Woods in 1996, originally as a self-invested personal pension specialist, before moving into financial advice the same year. Thirty years on, I’m a Wealth Management Director with around 100 clients, covering everything from pension planning and Inheritance Tax to life cover and wealth management. I also spend part of my time mentoring trainee consultants from the Financial Adviser Academy, taking them along to client meetings so they can learn what this work looks and feels like in practice.

I’ve had clients since 1997. These long-term relationships come from being straightforward, listening properly, and being the sort of adviser people feel comfortable enough with to tell you when something in their life has changed. I’m not the type to walk in and talk at people.  I ask questions, I listen, and if I don’t know the answer to something, I’ll say so and go and find out.

I now work three days a week, which is itself a piece of advice I give to clients. Stopping work suddenly, without anything to fill the space, rarely ends well. Phased retirement lets you build a different kind of balance. I practise what I preach, and I think that matters.

Outside of work, I’m an avid walker. I’ve completed the Great Glen Way in Scotland, the North East Coast path in Northumberland and I’m hoping to return to the Thames Path, which COVID interrupted. I’m also a committed Radio 4 listener, which keeps me well informed on the economic and geopolitical matters that shape investment markets. It turns out my clients tend to listen to the same things, so it makes for a decent conversation starter. Steady, well-informed, and always planning ahead.